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Notes

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Notes can be attached to a PRISM record and can be any alpha-numeric up to 1000 characters.  

 

When you add a note, it can be seen by any other jurisdictional user that views that record.  The note will show the author, date, time, and message.  Others can modify it, add to it, or delete it.

 

Export your notes to Excel

Export all your notes to MS Excel

 

Add new note here

Add a note by typing here and clicking 'Save'

 

Filters: Automatically completed by PRISM

This data is automatically added by PRISM when you save a note.  Use the filters to search or group by the note creator of last modified date

 

Save note here

Click here to save a note

 

 

Contract notes can be seen from the contract list.  Certification notes can be seen from the certification list and so on.  There are two contract note icons.  One icon is an empty  .  It symbolizes that the contract has no notes associated with it.  The other icon is a note with writing on it  .  It symbolizes a contract with  notes.  The note icon look similar but after a few session with PRISM, you will recognize the difference between them.

 

 

Adding a Note

Adding a note will allow anyone associated with the contract to view the note but only those with administrative privileges will be able to modify or remove it.  You can add multiple notes to a single contract. 

 

To add a Contract Note, 

 

1.From the contract list, select 'Notes' from the small hamburger menu

2.From the notes page, enter your note into the Notes field

3.Click the ‘Save’ button 

 

Removing Notes

 

Removing a Note will remove the note from PRISM.  The remove operation is immutable. Care should be taken when exercising this option.

 

To Remove a Note,

 

1.From the contract list, click the notes icon (select a contract with notes.  That is, select a contract that has a note icon with writing on it)

2.Click on the note that you wish to delete

3.Click on the ‘Delete Note’ button 

 

 

Modifying Notes 

 

 

Modifying a note will change the content of the note.  You can append more messages to a note or add a new note.  Remember a note can contain up to 1000 characters so use you judgment as to whether to append to an existing note or add a new note.  Consider appending to an existing note if the subject of the note is the same.

 

To Modify a Note,

 

1.From the contract list, click the notes icon (select a contract with notes.  That is, select a contract that has a note icon with writing on it)

2.Click on the note that you wish to modify (be sure to click in the note’s content area)

3.Modify the Note’s content

4.Click on the ‘Update Note’ button

 

 

 

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